Position in PH
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,685
+$49 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LGT Financial Advisors LLC holds $14,914 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
35 | $14,914 |
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,685 | 3 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,636 | 3 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,274 | 3 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,095 | 3 | Shares | Sole | 2025-07-30 | |
| 2024-06-30 | $17,197 | 34 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $1,168 | 3 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||